Greetings,

I would like to share with you MarketBeat’s list of 13 stocks that large institutional investors have been devouring shares of in the last 90 days.

Hedge funds, university endowments, pension funds, and sovereign wealth funds have been pouring money into these companies.

Institutional investors don’t get easily swayed by the hot stocks of the day that are popular with retail investors. They are disciplined. They don’t take dumb losses.

When institutions start to pour money into a company, it’s because they have done extensive analysis and believe a company is undervalued compared to the broader market.

On this list, you will find real companies that are backed by real earnings and real fundamentals. These stocks have solid future growth prospects. If they didn’t, institutional investors wouldn’t be writing them a check.

You might ask, where did this proprietary list of companies even come from?

No, we didn’t steal it from a trading desk at a major bank.

Our team combed through more than 5,000 SEC 13D and 13F filings issued with the SEC in the last quarter to see where institutional money is flowing.

The 13 stocks on this list stick out like a sore thumb – big money investors are pouring hundreds of millions of dollars into these companies.

You are going to want to see this list of companies before making your next trade.

Just reply to this message and say "send the report" and I'll drop a PDF copy of it in your inbox momentarily.

I'm at my desk for the next hour, so would love to hear from you before the end of the day.

Laycee Kluin
MarketBeat

ReportID:19;ResponderID:693;

Special Report

3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout

Authored by Bridget Bennett. Publication Date: 2/20/2026.

Key Points

The AI buildout is shifting attention from mega-cap leaders to land, power, and resources that data centers physically require.
Two REITs and one utility offer “picks and shovels” exposure to AI demand without needing to pick a winning chip or platform.
The thesis centers on data center constraints—site availability, electricity access, and cooling resources—rather than hype cycles.
Special Report: [Sponsorship-Ad-6-Format3]

The so-called “Mag 7” stocks may be cooling off, but that doesn’t mean the artificial intelligence story is over. In a recent conversation with Marc Lichtenfeld of The Oxford Club, the focus shifted from the biggest headline names to the less obvious businesses enabling the AI boom—especially the “picks and shovels” behind the data center buildout.

Lichtenfeld noted that the recent softness in mega-cap tech isn’t surprising after huge multi-year runs, adding, “It’s really not a big surprise when you’ve had some of these stocks like Broadcom and Nvidia just go on these incredible runs over the last few years.” From there, the opportunity set moves to companies supplying what every AI buildout needs: land, power and other essential resources.

The “Picks and Shovels” Approach to AI Investing

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Rather than trying to pick which platform or chipmaker wins the next inning of AI, Lichtenfeld looks for companies that can benefit regardless of who dominates. His goal is to own the businesses that are “feeding” the ecosystem—those getting paid by hyperscalers and AI leaders for capacity, infrastructure and essential inputs.

That framework points to three names that sit in a different part of the AI supply chain than many investors consider.

Prologis and the Race to Control Data Center Land and Power

Prologis Inc. (NYSE: PLD) is a real estate investment trust best known for warehouses and industrial facilities—but Lichtenfeld’s thesis is that it can become a major “landlord” for data centers.

Why? Data centers need land and power, and Prologis has both. Lichtenfeld highlighted the company’s ability to supply 5.7 gigawatts of power and pointed to 15,000 acres in Texas that are positioned for data center development. That combination matters because AI capacity constraints aren’t theoretical—hyperscalers are racing to build.

Financially, the company already showed momentum before the data center narrative fully surfaced: revenue rose 7% in 2025. Prologis also appeals to income-oriented investors, yielding around 3% and extending a long dividend-growth streak with another recent raise.

For investors seeking AI exposure with a real estate backbone, Prologis offers a direct way to play the question: where will all these servers actually go?

Gladstone Land and the Unexpected Value of Water Rights in the AI Economy

Gladstone Land Corporation (NASDAQ: LAND) isn’t building data centers. It’s a farmland real estate investment trust, which is precisely why it’s interesting in this context.

Lichtenfeld’s angle is that the AI buildout can indirectly lift the value of certain rural land—especially where water access is scarce and strategically important. Data centers require large amounts of water for cooling, and Gladstone holds 55,000 acre-feet of water rights, primarily across California and Arizona. He also pointed to the company’s property sales at sizable premiums as evidence that the market is already repricing some of these assets. Meanwhile, the day-to-day business remains tied to agriculture cycles, and investors get paid to wait: Gladstone offers roughly a 5% yield and pays monthly.

It’s an unconventional “AI economy” idea—less about servers and more about the real-world constraints that determine where those servers can be built.

Black Hills and the Quiet Utility That Could Benefit From the Data Center Migration

Black Hills Corporation (NYSE: BKH) is an electric utility with natural gas exposure, and Lichtenfeld sees it sitting in a favorable spot as data centers expand into lower-cost regions.

Wyoming has become attractive for data centers because of available land and competitive electricity costs, and Black Hills operates in that footprint.

Lichtenfeld emphasized this isn’t a “triple overnight” kind of stock—it’s a utility—but the setup centers on steady, durable demand growth as new campuses come online.

The income component is tangible: Black Hills yields about 3.8% and has raised its dividend every year since 1971, supported by a long corporate history and a culture that prioritizes consistency.

Asked when AI-related impact might become more evident, Lichtenfeld said, “I think we’ll see it in 2026.” For investors seeking AI-linked exposure with a defensive profile, that timeline and business model may be precisely the point.

Why This Conversation Matters Now

The throughline from Lichtenfeld’s interview is that AI investing doesn’t have to rise or fall with the Mag 7’s next quarter. When mega-caps pause, the market often begins rewarding the next layer of beneficiaries—the companies that provide what the trend physically requires.

Data centers don’t run on hype. They run on land, electricity and resources. That’s why these three names—two REITs and a utility—represent the infrastructure side of AI that many investors overlook.

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